How to Export Final Report and Archive an Assessment

In this guide, you will learn:

• How to export a final report
• How to archive an assessment

How to Export Final Report

Who has access:

• Clinical Staff only

Steps:

1. Open the “Documents” tab on the patient page.
2. Select the assessment form you want to export.
3. Click the “Export” button.
4. You can manually download the report by clicking the Download button.

Note: 

• You can only export and download the report if the assessment has been submitted. 
• If your organisation has integration with internal systems, the report may be saved automatically without manual download.

How to Archive an Assessment

Who has access:

• All users with secondary archiver access

Steps:

1. Find the patient using the Search bar or locate them in the ‘Completed’ folder.
2. Click on the patient’s name to open their details.
3. Ensure the assessment is submitted and is in the ‘Completed’ folder.
4. Click the “Archive assessment” button on the right-hand side.

5. Confirm your choice in the pop-up window.

The assessment will be moved to the ‘Archived’ folder, where it remains available for viewing.

How to Unarchive an Assessment

• To unarchive an assessment, open the patient in the ‘Archived’ folder.
• Click the “Unarchive” button.
• The assessment will return to the ‘Completed’ folder.

Additional Notes

• If you do not see the option to archive an assessment, your account may lack the required permission.
• Features may look different depending on your organisation’s portal configuration.